J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
5yrs
Rex Moar
Financial advisor at Equitable Advisors
Rex Moar is a fiduciary financial advisor in San Francisco, California, with 5 years in the industry. Rex joined Equitable Advisors in 2024, after two years at Money Concepts Advisory Service. Equitable Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office275 Battery Street Suite 700, San Francisco, CA 94111
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$609,299
Advisors at the firm4,656
States licensed ?1 state
Services through Equitable Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowEquitable Advisors, LLCCurrent firm
- 2021 – 2023Money Concepts Capital CorpPreviously
Contact Rex
Local office(415) 276-2168Ask for Rex. (212) 314-4600Main office · New York, NY 275 Battery Street Suite 700San Francisco, CA 94111Office · Get directions LinkedIn pageEquitable Advisors
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Questions to ask Rex
Tailored to Rex’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Rex
How do I contact Rex?
Call Rex’s local office at (415) 276-2168 or the Equitable Advisors main office at (212) 314-4600, and ask for Rex Moar.
How long has Rex been a financial advisor?
Rex has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Rex hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Rex a fiduciary?
Rex is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Rex paid?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Rex for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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